Comprehensive Money Management Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Comprehensive Money Management Services’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Hold	3,140	–	–	0.16%	171
2025 Q4	$247K	Hold	3,140	–	–	0.17%	168
2025 Q3	$248K	Hold	3,140	–	–	0.18%	169
2025 Q2	$247K	Hold	3,140	–	–	0.19%	157
2025 Q1	$246K	Hold	3,140	–	–	0.2%	154
2024 Q4	$243K	Buy	+3,140	New	+$244K	0.2%	151

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Money Management Services's BSV Position: Q1 2026 in Review

Comprehensive Money Management Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 3,140 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #171.

Comprehensive Money Management Services first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q3 2025. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Comprehensive Money Management Services held 3,140 shares of Vanguard Short-Term Bond ETF worth $246K as of Q1 2026.
Comprehensive Money Management Services left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.16% of Comprehensive Money Management Services's portfolio in Q1 2026, its #171 holding.
Comprehensive Money Management Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Vanguard Short-Term Bond ETF position peaked at $248K in Q3 2025.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.